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State Street SPDR Portfolio Mortgage Backed Bond ETF

240 hedge funds and large institutions have $6.43B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more capital invested

Capital invested by funds: $6.26B → $6.43B (+$170M)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.4% less ownership

Funds ownership: 94.07%92.68% (-1.4%)

3% less funds holding

Funds holding: 248240 (-8)

Holders
240
Holders Change
-8
Holders Change %
-3.23%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
31
Increased
104
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JRPIM
176
Journey Retirement Planning & Investment Management
Idaho
$205K -$624K -27,713 -75%
BWMG
177
Barnes Wealth Management Group
California
$204K +$206K +9,128 New
S
178
Sachetta
Massachusetts
$194K +$1.37K +61 +0.7%
KCM
179
KM Capital Management
Texas
$162K +$164K +7,294 New
MWPCG
180
Measured Wealth Private Client Group
New Hampshire
$132K -$2.95K -131 -2%
AAP
181
Arax Advisory Partners
Colorado
$87.5K -$18.3K -815 -17%
SPIA
182
Steward Partners Investment Advisory
New York
$84.8K
PCFFS
183
Pacific Center for Financial Services
California
$69.5K
NA
184
NewEdge Advisors
Louisiana
$67.4K +$22.6K +1,002 +50%
CA
185
CoreCap Advisors
Michigan
$66.5K -$946 -42 -1%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$65.9K +$46.8K +2,077 +240%
FDW
187
Fourth Dimension Wealth
Ohio
$65.9K -$608 -27 -0.9%
ACA
188
Aptus Capital Advisors
Alabama
$60.3K
UBS Group
189
UBS Group
Switzerland
$46.8K +$47.1K +2,090 New
RFP
190
Root Financial Partners
California
$46.5K +$405 +18 +0.9%
US Bancorp
191
US Bancorp
Minnesota
$44.1K -$13.7K -609 -24%
CFD
192
Creative Financial Designs
Indiana
$43.6K -$56.3K -2,500 -56%
AUB
193
Atlantic Union Bankshares
Virginia
$39K
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$34.7K -$4.88K -217 -12%
FC
195
Financial Consulate
Maryland
$32.2K
KFG
196
Kingdom Financial Group
Arizona
$28.4K +$180 +8 +0.6%
LAS
197
Lloyd Advisory Services
Georgia
$28.4K +$28.6K +1,271 New
SIS
198
Sound Income Strategies
Florida
$23.3K -$3.49K -155 -13%
RFS
199
Richardson Financial Services
Massachusetts
$22.7K -$1.55K -69 -6%
SMBT
200
Southern Michigan Bank & Trust
Michigan
$22.4K +$22.5K +1,000 New